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Operations Specialist in Windsor, CT at Voya

Date Posted: 4/14/2019

Job Snapshot

  • Employee Type:
  • Location:
    Windsor, CT
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

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Profile Summary:

Seeking (2) Operations Specialist to assist with installation of new Corporate Retirement Plans.

Profile Description:

  • Assist in the efficient installation of retirement plans.
  • Detailed review of all related customer onboarding materials.
  • Effectively communicate with internal partners to obtain/supply information necessary to complete and process plan installation paperwork.
  • Update business systems to reflect the new sale and to allow for the ordering of enrollment and disclosure materials
  • Ensure all team and business related milestones are adhered to regarding the customer onboarding process.

Ideal Candidate:

  • Bachelor’s degree or equivalent practical experience in the corporate retirement field
  • Strong computer skills to include but not limited to:  Microsoft Word, Excel, Outlook and PowerPoint.   
  • Excellent communication skills – ability to communicate articulately and in a professional manner.
  • Self-confident quick learner with a desire to be part of a high-energy work environment
  • Excellent interpersonal skills including ability to work well within a team and ability to work well with a variety of leadership styles.
  • High attention to detail to accurately complete tasks and provide appropriate documentation.
  • Highly organized and able to prioritize and anticipate demand.
  • Ability to work well in an ever changing environment with deadlines and scheduled deliverables.
  • FINRA Series 6 required or obtained in 60 days


Critical Skills
At Voya, we have identified the following critical skills which are key to success in our culture: 

  • Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
  • Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
  • Team Mentality: Partnering effectively to drive our culture and execute on our common goals. 
  • Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. 
  • Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Learn more about Critical Skills.